Underwriting Technician

Berkshire Hathaway Homestate Companies, Workers Compensation Division, is seeking an Underwriting Technician within the Bay Area to provide critical support to designated Underwriters, and their assigned agencies, assisting with the facilitation of the end-to-end underwriting process. This individual is responsible for ensuring submission quality, accurate data entry, timely policy processing, and coordination between internal teams and external partners, all contributing to efficiency, service excellence, process improvement, and the delivery of high-quality, audit-ready files.

Interested? We'd love to meet you!

ESSENTIAL RESPONSIBILITIES

• Reviews incoming submissions for completeness and quality, identifying missing or conflicting information and requesting additional details as needed.
• Accurately enters and maintains data in Underwriting and Policy Administration systems based on submission documentation and third-party resources.
• Prepares preliminary underwriting materials such as loss history grids and pricing model inputs to support Underwriter evaluation.
• Validates key rating variables and supports the automated quoting process by identifying and resolving discrepancies with Agents or Underwriters.
• Documents underwriting decisions or rationale as directed by the Underwriter to ensure files ae complete, compliant, and audit ready.  

• Completes complex and non-routine policy transactions, including endorsements, cancellations, ownership changes, and broker-of-record changes, following Underwriter instruction.
• Coordinates policy issuance by managing follow-ups, ordering loss control reports, and setting diary reminders to ensure timely processing.

• Supports process automation initiatives by engaging with automated workflows, testing new tools, and providing user feedback.
• Conducts peer audits for new team members to assist with reinforcement of quality standards.
• Contributes to special projects, data cleanup efforts, and departmental initiatives as assigned.
• Identifies workflow bottlenecks in the submission or policy processing cycle and recommends solutions to improve turnaround times and accuracy.
• Assists with documenting internal procedures and contributes to the development or maintenance of training manuals to promote consistency to the team.

• Proactively communicates with Agents regarding submission status, outstanding items, or missing information to avoid delays and maintain momentum.
• Assists with coordination between Underwriters and assigned agencies, managing day-to-day correspondence and building strong working relationships.

• EDUCATION: Minimum of high school diploma, or equivalent certificate, required. Bachelor's degree from an accredited college or university preferred.
• EXPERIENCE: A minimum of one year of experience in insurance, preferably within the workers compensation industry, required.
• LANGUAGE SKILLS: Ability to read and interpret general underwriting files, documentation, and policies, Ability to write concise reports and business correspondence. Ability to communicate clearly and effectively with colleagues and external partners.
• MATH SKILLS: Ability to add, subtract, multiple, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent, and to draw and interpret bar graphs.
• REASONING SKILLS: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
• COMPUTER SKILLS: Ability to demonstrate basic technical competencies in the use of computers, standard business applications, and Microsoft Office/365 applications and be able to master and become proficient in proprietary and vendor software programs.

• Attention to detail
• Seeks to continuously upgrade technical skills and knowledge. Willingly participates in relevant training programs and initiatives.
• Relationship Building - Develops strong working relationships with internal partners and team members; is trusted. Is easily accessible and approachable. Is respectful, honest, open, and interested.
• Initiative
• Results Orientation - Completes tasks within established timelines without sacrificing work quality. Listens, responds, follows through, and dependably delivers on commitments.

• Work Life Balance
• Work From Home Program (up to 2 days per week upon eligibility)
• Modern Office Setting
• Paid Time Off
• Paid Holidays
• Retirements Savings Match
• Group Health Insurance (Medical, Dental, and Vision)
• Life and AD&D Insurance
• Long Term Disability Insurance
• Accident and Critical Illness Insurance
• Flexible Savings Accounts
• Paid Community Volunteer Day
• Employee Assistance Program
• Tuition Reimbursement Program
• Employee Referral Program
• Diversity, Equity and Inclusion Program

ABOUT US

With more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts.

At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace—something we truly value. We’ve created an approachable and collaborative atmosphere. Here you’ll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.

In accordance with the California Equal Pay Act, the starting hourly wage for this job is $28.8462. This hourly wage is what the employer reasonably expects to pay for the position based on potential employee qualifications, operational needs and other considerations consistent with applicable law. The pay scale applies only to this position and only if it is filled in Bay Area, California. The pay scale may be different for other positions or in other locations.